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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,411 | $77,814-78.9% | $158,223-89.6% | $86,983-81.1% |
| Participation rate | 88.0% | 68.4%+19.6pp | 79.2%+8.8pp | 69.5%+18.5pp |
| Annual return | 23.88% | 30.54%-6.7pp | 52.09%-28.2pp | 25.83%-1.9pp |
| Employer contribution / active EE | $2,018 | $2,592-22.1% | $4,109-50.9% | $2,584-21.9% |
| Participant deferral / active EE | $3,874 | $3,270+18.5% | $5,467-29.1% | $4,194-7.6% |
| Admin fee / account holder | $714 | $5,879-87.9% | $16,047-95.6% | $7,856-90.9% |